ACI Wealth Advisors Breakfast
Oct. 14, 2021, 8 a.m.
76 E. Monroe St.
Registration is open!
If you’re a wealth advisor, financial analyst, business or community leader, join us for a complimentary breakfast to network with peers in your field and hear an update on the stock/bond markets and thoughts on the “war for talent” in the financial services sector from CEO of Fiducient Advisors, Robert DiMeo. President of ACI member Illinois Wesleyan University, Georgia Nugent, will introduce the morning’s program. The event will be held at the University Club of Chicago on Thursday, Oct. 14 at 8 a.m.** If you plan on attending, please register no later than Monday, Oct. 4. We hope to see you there!
Bob DiMeo guides and leads the firm’s strategy as well as working with select clients. He has authored and been the subject of numerous articles appearing in prominent publications including the Los Angeles Times, Crain’s Chicago Business and Pensions & Investments, and has taught courses on fiduciary responsibility and related subjects. Bob co-authored Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), Nonprofit Asset Management (John Wiley & Sons) and recently authored 50 Billion Reasons to Grow Your Practice (Honor) and is co-host of the Nonprofit Investment Stewards Podcast. Prior to co-founding Fiducient Advisors (formerly DiMeo Schneider), Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group, where he chaired their 401(k) consulting effort. He obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor’s degree from Bradley University. He has mentored at and currently serves on the board for Year Up Chicago. He is a board member for Associated Colleges of Illinois, a board member for the Special Olympics Illinois Foundation, and vice-chairs the investment committee for Catholic Charities of Chicago. Bob also serves as a director for the Geneva Lake Water Safety Patrol.
**ACI will continue to monitor the situation with COVID-19. Should the event need to be rescheduled, registrants will be notified as soon as possible. Thank you for your understanding.
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